 Workflow basics/terminology

 Examples
 Tips/Lessons Learned
 Q&A
 Workflow Template: desc the forms and
assembly, developed in VS
 Association: connect list/CT to template
 Workflow Instance: an instance of the

association
 Tasks
Associate Initiate Modify Complete
 Association: default values for initiation
 Initiation: manual start
 Task Edit: change task status
 Modification: modification in process
 InfoPath vs. ASPX
 Model the workflow
 Create and bind the forms
 Code
 Deploy
 Debug
 VS: WSP Builder
 SharePoint Designer
 K2
 MetaStorm
 ascentn AgilePoint
 etc
 Back-end processes
◦ Setting item permissions
◦ Syncing lists
 Person-to-person
◦ Simple: single approvals, notifications
◦ Medium: User access requests, extranet creation,
Invoice process
◦ Complex: Expense reimbursement, Matter intake
process
 Correlation Token: GUID that the WF engine
can use to map events and actions to object.
 Workflows run as System account.
 SPD vs. VS
 Custom actions for reuse
 Upgrade long running WF
 Testing complexity
 Start small, build often
 Build for the real-world
 Business analysis

◦ Ask why (more than once)

◦ Understand what client needs, not what they ask for
Q&A